-99.7%
SOXS vs CCEP
+113.9%
-213.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.4% | +9.7% | +10.6% |
| 7D | -28.4% | +2.1% | -30.5% | -29.0% |
| 30D | +19.4% | +10.6% | +8.8% | +17.3% |
| 3M | +28.2% | +10.3% | +17.8% | +25.6% |
| 6M | -37.7% | +31.1% | -68.8% | -36.1% |
| YTD | -91.6% | +32.1% | -123.8% | -91.4% |
| 1Y | -93.1% | +32.8% | -125.9% | -92.9% |
| 3Y | -99.7% | +111.3% | -211.0% | -99.6% |
| All | -99.7% | +113.9% | -213.6% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded CCEP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling